+2.9%
SPGI vs BLDR
-38.1%
+41.0%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +9.3% | -5.9% | +2.4% |
| 7D | +7.2% | +24.4% | -17.2% | +5.0% |
| 30D | +23.2% | +24.9% | -1.7% | +20.5% |
| 3M | +17.0% | -7.8% | +24.8% | +16.2% |
| 6M | +20.4% | -5.8% | +26.2% | +18.6% |
| YTD | -1.9% | -32.5% | +30.6% | -5.4% |
| 1Y | +2.9% | -36.7% | +39.6% | -0.1% |
| All | +2.9% | -38.1% | +41.0% | -0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BLDR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling